Daybright Advisory Services manages investment portfolios and provides financial planning and retirement plan consulting for individuals, families, and business owners. The firm creates personalized asset allocations tailored to each client's financial goals and risk tolerance, utilizing stocks, bonds, mutual funds, exchange-traded funds, and certificates of deposit. In addition to direct portfolio management, Daybright offers third-party money manager selection and ongoing account supervision. For business owners and retirement plan sponsors, Daybright provides pension consulting and participant education services. Financial planning services cover a wide array of areas including retirement planning, tax strategies, estate planning, education funding, cash flow analysis, and business succession planning. Advisory fees are generally charged as a percentage of assets under management or through fixed and hourly rates for financial planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and typically range from 0.05% to 1.50% based on factors such as account size and complexity.